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欧洲和北美的大型商用车充电基础设施，第2版
市场调查报告书
商品编码
1649582

欧洲和北美的大型商用车充电基础设施，第2版

Charging Infrastructure for Heavy Commercial Vehicles in Europe and North America, 2nd Edition
出版日期: | 出版商: Berg Insight | 英文 240 Pages | 商品交期: 最快1-2个工作天内

价格

预计欧洲营运的专用充电站总数将从 2023 年的 14,000 个成长到 2031 年的 345,000 个，复合年增长率为 49%。在北美，投入营运的专用充电站总数预计将从 2023 年的 9,000 个成长到 2031 年的 196,000 个，复合年增长率为 47%。该数字包括公共和非公共充电点。充电站预计将透过 Wi-Fi 和 4G/5G 蜂窝等技术实现全面连接，实现智慧充电管理。

本报告深入分析了欧洲和北美重型商用车充电基础设施市场，包括 30 家关键公司的访谈、市场趋势和发展分析、公司简介以及到 2031 年的市场预测。

目录

图表的清单

摘要整理

第1章 与欧洲北美商用车充电

  • 用户市场区隔
    • 大型商用车
    • 巴士
    • 施工机械
    • 使用案例
  • 电动商用车系列
  • 欧洲电动商用车充电基础设施
  • 北美电动商用车充电基础设施
  • 电动商用车市场
    • 车辆类型
    • 欧洲的电力商用车市场
    • 北美的电力商用车市场
  • 充电策略
    • 货物中转站充电
    • 目的地收费
    • 机遇充电
  • 市场参与企业
    • 充电点业者(CPO)
    • 大型商用车OEM
    • 硬体设备·软体供应商

第2章 充电技术和规格

  • 电动车的充电
    • AC和DC
    • 温度控管
  • 电池容量和充电时间
  • 连接器规格
    • Type 1
    • Type 2
    • Combined Charging System(CCS)
    • Megawatt Charging System(MCS)
    • North American Charging Standard(Tesla)
    • CHAdeMO
    • GB/T
    • 缩放仪充电
    • 架空线充电
    • 无线充电
  • 连接性，管理软体
    • 蜂巢式IoT闸道器，路由器，数据机
    • Open Charge Point Protocol(OCPP)
    • 充电站管理软体
  • 付款解决方案
    • 手机付款，RFID标籤
    • ISO 15118
    • Autocharge
    • 付款终端

第3章 汽车厂商

  • BYD
  • Daimler Truck
    • Detroit Diesel
    • Freightliner
    • Thomas Built Buses
    • Rizon
    • Mercedes-Benz Trucks
  • Einride
  • Farizon Auto (Geely)
  • Iveco Group
  • Lion Electric
  • Nikola Corporation
  • PACCAR
    • Peterbilt
    • Kenworth
    • DAF
  • Quantron
  • Tesla
  • TRATON
    • TRATON Charging Solutions
    • Scania
    • MAN Truck & Bus
    • International Motors
  • Volta Trucks
  • Volvo Group
    • Volvo Trucks
    • Mack Trucks
    • Renault Trucks
    • Volvo Buses，Nova Bus
  • Windrose
  • Xos Trucks
  • 新加入企业

第4章 充电点业者

  • 欧洲
    • BP Pulse
    • Circle K
    • E.ON
    • EnBW
    • Enel X
    • Engie Vianeo
    • Fastned
    • GOFAST
    • Iberdrola
    • Ionity
    • Kople
    • Milence
    • Nimbnet
    • Rifil
    • Shell Recharge Solutions
    • Uno-X Mobility
    • Vattenfall
  • 北美
    • Blink Charging
    • ChargePoint
    • Electrify America
    • EVgo
    • Forum Mobility
    • Greenlane
    • Hydro-Quebec
    • Terawatt Infrastructure
    • WattEV
  • 附加的CPO

第5章 硬体设备·软体供应商

  • 欧洲
    • ABB E-mobility
    • ADS-TEC Energy
    • Alpitronic (Hypercharger)
    • AMPECO
    • Charge-V
    • Circontrol
    • Driivz
    • E-Totem
    • Efacec
    • Ekoenergetyka
    • EnerCharge (KEBA)
    • Enersense
    • Euroloop
    • EVBox
    • Evtec
    • GreenFlux
    • i-charging
    • IES Synergy
    • Ingeteam
    • Kempower
    • Kostad
    • L-Charge
    • Last Mile Solutions
    • Legrand
    • Optimile
    • Power Electronics
    • RetailSonar
    • Siemens
    • Tritium
    • Twaice
    • Virta
  • 北美
    • BorgWarner
    • BTC POWER (E.ON)
    • Camber
    • Delta Electronics
    • Detroit Diesel Corporation (Daimler Truck)
    • EV Connect
    • EverCharge
    • EvGateway
    • FreeWire Technologies
    • Geotab
    • InCharge Energy
    • Noodoe
    • SK Signet
    • Tellus Power Green
  • 附加的硬体设备软体供应商

第6章 初期的使用案例

  • DFDS 与沃尔沃卡车合作，为 AB 系列提供电气化
  • 特斯拉向百事可乐交付 50 辆特斯拉 Semi
  • MTA 将实现纽约市公车服务电气化
  • Boliden 在矿井部署地下电动卡车
  • ARC 在哥本哈根营运斯堪尼亚电动垃圾车
  • 施耐德将向车队增加近 100 辆 Freightliner eCascadia 电动车
  • DSV 订购 300 辆沃尔沃电动卡车

第7章 市场分析与趋势

  • 市场分析
    • 市场预测
    • 地区市场分析
    • 欧洲的政府奖励与投资
    • 北美的政府奖励与投资
  • 价值链分析
    • DC充电硬体设备供应商
    • 软体供应商，充电点业者
    • 商用车OEM
    • 合併和收购
  • 市场促进因素与阻碍
    • 促进因素
    • 障碍
  • 市场趋势
    • 公共旅游和目的地充电需求正在快速成长
    • 电动商用车市场持续快速成长
    • 开放式架构改变电动车充电价值链
    • 模组化设计改善了直流充电的情况
    • 电动卡车运输即服务 (TaaS) 是一种颇具吸引力的模式
    • 电池缓衝充电可以解决电网连接问题
    • 新市场进入者加强了电动车充电价值链
  • 缩写和简称的清单

This study investigates the electric vehicle charging infrastructure market in Europe and North America. The total installed base of dedicated charging points in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 49 percent from 14,000 in 2023 to 345,000 by 2031. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 9,000 in 2023 to reach 196,000 in 2031, growing at a CAGR of 47 percent. These numbers include both public and non-public charging points. Charging stations are expected to be fully connected through technologies like Wi-Fi and 4G/5G cellular, allowing for smart charging management. Get up to date with the latest information about vendors, charge point operators, products and markets.

Highlights from the report:

  • Insights from 30 executive interviews with market leading companies.
  • New data on heavy commercial vehicle charging infrastructure in Europe and North America.
  • Comprehensive description of the EV charging value chain and key applications.
  • In-depth analysis of market trends and key developments.
  • Profiles of 45 companies offering EV charging hardware and software.
  • Profiles of 26 charge point operators (CPOs).
  • Profiles of 26 electric heavy commercial vehicle OEMs.
  • Market forecasts lasting until 2031.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Commercial Vehicle Charging in Europe and North America

  • 1.1. User segments
    • 1.1.1. Heavy commercial vehicles
    • 1.1.2. Buses
    • 1.1.3. Construction equipment
    • 1.1.4. Use cases
  • 1.2. Electric commercial vehicle range
  • 1.3. Electric commercial vehicle charging infrastructure in Europe
  • 1.4. Electric commercial vehicle charging infrastructure in North America
  • 1.5. The electric commercial vehicle market
    • 1.5.1. Vehicle types
    • 1.5.2. The electric commercial vehicle market in Europe
    • 1.5.3. The electric commercial vehicle market in North America
  • 1.6. Charging strategies
    • 1.6.1. Depot charging
    • 1.6.2. Destination charging
    • 1.6.3. Opportunity charging
  • 1.7. Market players
    • 1.7.1. Charge point operators (CPOs)
    • 1.7.2. Heavy commercial vehicle OEMs
    • 1.7.3. Hardware and software providers

2. Charging Technologies and Standards

  • 2.1. Electric vehicle charging
    • 2.1.1. AC and DC
    • 2.1.2. Heat management
  • 2.2. Battery capacity and charging time
  • 2.3. Connector standards
    • 2.3.1. Type 1
    • 2.3.2. Type 2
    • 2.3.3. Combined Charging System (CCS)
    • 2.3.4. Megawatt Charging System (MCS)
    • 2.3.5. North American Charging Standard (Tesla)
    • 2.3.6. CHAdeMO
    • 2.3.7. GB/T
    • 2.3.8. Pantograph charging
    • 2.3.9. Overhead catenary charging
    • 2.3.10. Wireless charging
  • 2.4. Connectivity and management software
    • 2.4.1. Cellular IoT gateways, routers and modems
    • 2.4.2. The Open Charge Point Protocol (OCPP)
    • 2.4.3. Charging station management software
  • 2.5. Payment solutions
    • 2.5.1. Mobile payments and RFID tags
    • 2.5.2. ISO 15118
    • 2.5.3. Autocharge
    • 2.5.4. Payment terminals

3. Vehicle Manufacturers

  • 3.1. BYD
  • 3.2. Daimler Truck
    • 3.2.1. Detroit Diesel
    • 3.2.2. Freightliner
    • 3.2.3. Thomas Built Buses
    • 3.2.4. Rizon
    • 3.2.5. Mercedes-Benz Trucks
  • 3.3. Einride
  • 3.4. Farizon Auto (Geely)
  • 3.5. Iveco Group
  • 3.6. Lion Electric
  • 3.7. Nikola Corporation
  • 3.8. PACCAR
    • 3.8.1. Peterbilt
    • 3.8.2. Kenworth
    • 3.8.3. DAF
  • 3.9. Quantron
  • 3.10. Tesla
  • 3.11. TRATON
    • 3.11.1. TRATON Charging Solutions
    • 3.11.2. Scania
    • 3.11.3. MAN Truck & Bus
    • 3.11.4. International Motors
  • 3.12. Volta Trucks
  • 3.13. Volvo Group
    • 3.13.1. Volvo Trucks
    • 3.13.2. Mack Trucks
    • 3.13.3. Renault Trucks
    • 3.13.4. Volvo Buses and Nova Bus
  • 3.14. Windrose
  • 3.15. Xos Trucks
  • 3.16. Emerging actors

4. Charge Point Operators

  • 4.1. Europe
    • 4.1.1. BP Pulse
    • 4.1.2. Circle K
    • 4.1.3. E.ON
    • 4.1.4. EnBW
    • 4.1.5. Enel X
    • 4.1.6. Engie Vianeo
    • 4.1.7. Fastned
    • 4.1.8. GOFAST
    • 4.1.9. Iberdrola
    • 4.1.10. Ionity
    • 4.1.11. Kople
    • 4.1.12. Milence
    • 4.1.13. Nimbnet
    • 4.1.14. Rifil
    • 4.1.15. Shell Recharge Solutions
    • 4.1.16. Uno-X Mobility
    • 4.1.17. Vattenfall
  • 4.2. North America
    • 4.2.1. Blink Charging
    • 4.2.2. ChargePoint
    • 4.2.3. Electrify America
    • 4.2.4. EVgo
    • 4.2.5. Forum Mobility
    • 4.2.6. Greenlane
    • 4.2.7. Hydro-Quebec
    • 4.2.8. Terawatt Infrastructure
    • 4.2.9. WattEV
  • 4.3. Additional CPOs

5. Hardware and Software Providers

  • 5.1. Europe
    • 5.1.1. ABB E-mobility
    • 5.1.2. ADS-TEC Energy
    • 5.1.3. Alpitronic (Hypercharger)
    • 5.1.4. AMPECO
    • 5.1.5. Charge-V
    • 5.1.6. Circontrol
    • 5.1.7. Driivz
    • 5.1.8. E-Totem
    • 5.1.9. Efacec
    • 5.1.10. Ekoenergetyka
    • 5.1.11. EnerCharge (KEBA)
    • 5.1.12. Enersense
    • 5.1.13. Euroloop
    • 5.1.14. EVBox
    • 5.1.15. Evtec
    • 5.1.16. GreenFlux
    • 5.1.17. i-charging
    • 5.1.18. IES Synergy
    • 5.1.19. Ingeteam
    • 5.1.20. Kempower
    • 5.1.21. Kostad
    • 5.1.22. L-Charge
    • 5.1.23. Last Mile Solutions
    • 5.1.24. Legrand
    • 5.1.25. Optimile
    • 5.1.26. Power Electronics
    • 5.1.27. RetailSonar
    • 5.1.28. Siemens
    • 5.1.29. Tritium
    • 5.1.30. Twaice
    • 5.1.31. Virta
  • 5.2. North America
    • 5.2.1. BorgWarner
    • 5.2.2. BTC POWER (E.ON)
    • 5.2.3. Camber
    • 5.2.4. Delta Electronics
    • 5.2.5. Detroit Diesel Corporation (Daimler Truck)
    • 5.2.6. EV Connect
    • 5.2.7. EverCharge
    • 5.2.8. EvGateway
    • 5.2.9. FreeWire Technologies
    • 5.2.10. Geotab
    • 5.2.11. InCharge Energy
    • 5.2.12. Noodoe
    • 5.2.13. SK Signet
    • 5.2.14. Tellus Power Green
  • 5.3. Additional hardware and software providers

6. Early Use Cases

  • 6.1. DFDS electrifies A-B routes together with Volvo Trucks
  • 6.2. Tesla delivers 50 Tesla Semis to PepsiCo
  • 6.3. MTAs road to electrify bus-traffic in New York City
  • 6.4. Boliden deploys underground electric trucks for mining
  • 6.5. ARC operates Scania electric refuse trucks in Copenhagen
  • 6.6. Schneider adds close to 100 electric Freightliner eCascadia
  • 6.7. DSV orders 300 electric Volvo trucks

7. Market Analysis and Trends

  • 7.1. Market analysis
    • 7.1.1. Market forecasts
    • 7.1.2. Regional market analysis
    • 7.1.3. Government incentives and investments in Europe
    • 7.1.4. Government incentives and investments in North America
  • 7.2. Value chain analysis
    • 7.2.1. DC charging hardware providers
    • 7.2.2. Software providers and charge point operators
    • 7.2.3. Commercial vehicle OEMs
    • 7.2.4. Mergers and acquisitions
  • 7.3. Market drivers and barriers
    • 7.3.1. Drivers
    • 7.3.2. Barriers
  • 7.4. Market trends
    • 7.4.1. Demand for public en route and destination charging to increase rapidly
    • 7.4.2. The electric commercial vehicle market continues to grow fast
    • 7.4.3. Open architectures alter the EV charging value chain
    • 7.4.4. A modular design improves the case for DC charging
    • 7.4.5. Electric Trucking-as-a-Service (TaaS) is an attractive model
    • 7.4.6. Battery buffered charging can solve grid connectivity issues
    • 7.4.7. New market entrants enrich the EV charging value chain
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: The number of needed public and destination chargers for CVs (EU27+UK)
  • Figure 1.2: Required public and destination chargers for CVs Class 4-8 (North America)
  • Figure 1.3: Energy battery prices (2020-2030)
  • Figure 1.4: Registered medium and heavy CVs by fuel type (Europe 2022)
  • Figure 1.5: Total number of active N2 & N3 BEV trucks by country (EU27+EFTA+UK)
  • Figure 1.6: Truck classes and examples of vehicles
  • Figure 1.7: Registered medium and heavy CVs by fuel type (North America 2023)
  • Figure 1.8: Total number of active Class 2B-8 BEV trucks (North America 2019-2023)
  • Figure 2.1: Alternative Current (AC) and Direct Current (DC) charging
  • Figure 2.2: Examples of battery capacity for different truck models
  • Figure 2.3: Theoretical charging times for a 500 kWh battery
  • Figure 2.4: Type 1 connector and socket
  • Figure 2.5: Type 2 connector and socket
  • Figure 2.6: CCS-1 and CCS-2 connectors and sockets
  • Figure 2.7: Layout of the MCS connector
  • Figure 2.8: NACS (Tesla) connector and plug
  • Figure 2.9: CHAdeMO connector and socket and outline of the ChaoJi connector
  • Figure 2.10: GB/T standard connectors and sockets for AC and DC charging
  • Figure 2.11: Variants of pantograph charging
  • Figure 2.12: Common features in cellular IoT gateways and routers
  • Figure 2.13: Examples of routers used in EV charging applications
  • Figure 2.14: Overview of a cluster configuration
  • Figure 2.15: Example of a dashboard for management of charging operations
  • Figure 2.16: Example of RFID card and tag
  • Figure 2.17: Examples of payment terminals for EV charging stations
  • Figure 3.1: Freightliner eCascadia
  • Figure 3.2: Tesla Semi trucks
  • Figure 3.3: Scania electric truck and ABB charging station
  • Figure 3.4: Volvo FH Aero Electric
  • Figure 3.5: List of emerging actors
  • Figure 4.1: BP Pulse charging corridor for commercial vehicles
  • Figure 4.2: Circle K charging station in Gothenburg
  • Figure 4.3: EnBW truck charging park
  • Figure 4.4: GOFAST commercial vehicle charging station
  • Figure 4.5: EVgo chargers for heavy-duty appliances
  • Figure 4.6: Greenlane truck charging station
  • Figure 4.7: Terawatt Infrastructure charging station
  • Figure 4.8: Additional CPOs
  • Figure 5.1: The new A400 from ABB
  • Figure 5.2: ADS-TEC Energy's ChargePost and ChargeBox options and dispenser
  • Figure 5.3: The Hypercharger HYC400
  • Figure 5.4: Sat 1500 MCS and Axon Side 360 from Ekoenergetyka
  • Figure 5.5: The ECC400 and DCPillar450 from EnerCharge
  • Figure 5.6: Troniq Modular from EVBox
  • Figure 5.7: Kempower Station Charger and Mega Satellite with MCS connector
  • Figure 5.8: Unity360 from Kostad
  • Figure 5.9: Ecotap DC180 charger with a cable management solution
  • Figure 5.10: The Tritium RT350
  • Figure 5.11: Twaice battery health estimation and end-of-life prediction
  • Figure 5.12: The Gen 4 All-in-One and Public Dispenser EV chargers
  • Figure 5.13: Geotab's MyGeotab Fleet and Asset management platform
  • Figure 5.14: Additional hardware and software providers
  • Figure 6.1: DFDS electric trucks from Volvo Trucks
  • Figure 6.2: Delivery of Tesla Semis to PepsiCo
  • Figure 6.3: Nova Bus model LFSe+ for MTA in New York
  • Figure 6.4: Volvo FH Electric in Boliden mine
  • Figure 6.5: Scania Electric refuse truck in Copenhagen
  • Figure 6.6: The Volvo FH Aero Electric
  • Figure 7.1: Installed base and shipments of charging points (Europe 2023-2031)
  • Figure 7.2: Connected charging points by technology (Europe 2023-2031)
  • Figure 7.3: Installed base and shipments of charging points (North America 2023-2031)
  • Figure 7.4: Connected charging points by technology (North America 2023-2031)
  • Figure 7.5: Reduction targets for different vehicle types in Europe (2025-2040)
  • Figure 7.6: Distance targets for electric truck and bus recharging stations
  • Figure 7.7: Examples of charging infrastructure incentives in European countries
  • Figure 7.8: Examples of subsidies aimed at electric CVs in the EU
  • Figure 7.9: Estimated targets for recharging stations for electric commercial vehicles
  • Figure 7.10: Geographical presence of the leading DC hardware providers
  • Figure 7.11: Installed base of DC charging stations by vendor (Europe Q4-2024)
  • Figure 7.12: Installed base of DC charging stations by vendor (North America Q4-2024)
  • Figure 7.13: M&As related to heavy commercial vehicle charging (2021-2024)